Tax Planning
Tax Talk – The Secure Act 2.0
Tax Talk – The Secure Act 2.0 The SECURE ACT 2.0 The Omnibus Appropriations package, which included the SECURE ACT 2.0 among other provisions, was signed on December 23. While…
Read MoreTax Talk – Taking money from your IRAs tax-free
Tax Talk – Taking money from your IRAs tax-free: Tax Talk – Taking money from your IRAs tax-free In our last Power Hour, we talked about using money from…
Read MoreThe Health Insurance Tax Penalty or Refund?
The Health Insurance Tax, Penalty or Refund? The Hidden Health Insurance Tax A phrase you’re probably familiar with hearing a lot this time of year is Trick or treat. You…
Read MoreThe Convervative 60/40 Portfolio Split is Dead!
The Convervative 60/40 Portfolio Split is Dead! Power Hour Summary Wins of the Month – Our greatest reward as an advisor is knowing we have taken financial worry and stress…
Read MoreSeptember Power Hour – Life Insurance Awareness Month
September Power Hour – Life Insurance Awareness Month “Enjoy the little things in life because one day you’ll look back and realize they were the big things.” – Robert Brault…
Read MoreTax Talk
Tax Talk Tax Talk In our Power Hour last week on August 15th, we had the tax talk here with Mark Brandenburg. And it was really great information that…
Read MoreBertram Financial August 15th Market Update
Bertram Financial, August 15th, Market Update In August, we had another great Financial Power Hour. In addition, I would like to highlight the market update section for a few minutes.…
Read MoreA number of things to do and 1 thing to NOT do
A number of things to do and 1 thing to NOT do 2022 has been a year of volatility. It seems like every month just a little bit crazier! With…
Read MoreMay Power Hour – Women and Wealth
May Power Hour – Women and Wealth Women today have much to celebrate Over the past few generations, women have made impressive social strides and are more educated, earn…
Read MoreGreen Money: Finance’s Hidden Gem
Green Money: The Best Kept Secret In The Financial World Let’s take a look back at a subject that is worth being mindful of, and that is the various colors…
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